Meet the Team
Our Financial Advisers and Support Staff.
Harry established Portlethen Financial Services (PFS) in 1996 to provide clients with a local financial advice service in Aberdeen and the surrounding area. Harry has worked in financial services since 1986 and has worked for some on the major banks and insurance companies.
Harry holds the Certificate in Financial Planning (CertPFS) and the Certificate in Mortgage Advice.
David has been a financial adviser since 1992 and has worked with some of the major life assurance, pension and investment companies prior to joining PFS in 2002.
David holds the Diploma in Financial Planning (DipPFS), the Advanced Financial Planning Certifciate (AFPC) and is a member of the Society of Mortgage Professionals for Mortgage and Equity release advice (Certs (MP & ER) and is currently studying to become a Chartered Financial Planner.
Wendy provides administration support for Harry & David and ensures the smooth processing of all life, critical illness, income protection and home insurance applications.
Wendy joined PFS in January 2008 having previously worked for the another financial advisory firm and held various roles with a leading UK bank.
June is responsible for the processing of all mortgage applications and liaises with the lenders, surveyors and solicitors to ensure that the mortgage offer papers are issued ready for your entry date.
June has been with PFS since 1999 having previously worked for a high street bank.
For mortgage advice we charge a fee of £150 and we also receive commission from the lender.
Your property may be repossessed if you do not keep up repayments on your mortgage.